Weekly:Bullish April，NASDAQ Posts Best Month Since 2020,Jobs ahead
Last Week's Recap 1. Moderating Market: $S&P 500(.SPX)$ and $NASDAQ(.IXIC)$ Add ~1% as April Momentum Cools Moderating market — S&P 500 and NASDAQ both added ~1% to fresh records; Dow edged up 0.5%, still 1.4% below its all-time high. Fed transition — Fed held rates unchanged; Kevin Warsh’s nomination to replace Powell cleared a Senate panel, teeing up a full Senate vote. Bullish April — NASDAQ +15.3% (best month since Apr 2020); S&P 500 +10.4% (best since Nov 2020); Dow +7.1% (best since Nov 2024). Earnings surge — S&P 500 Q1 EPS growth forecast jumped to 27.1% from 15.0% after mega-cap tech beats, per FactSet. GDP comeback — Q1 GDP grew at a 2.0% annual rate, up from 0.5% in Q4 2025. PC
Applied Materials, Inc. is a materials engineering solution company. The Company provides equipment, services and software to the semiconductor, display, and related industries. It operates through two segments: Semiconductor Systems and Applied Global Services (AGS). The Semiconductor Systems segment includes semiconductor capital equipment to enable materials engineering steps including etch, rapid thermal processing, deposition, chemical mechanical planarization, metrology and inspection, wafer packaging, and ion implantation. The AGS segment provides integrated solutions to optimize equipment and fab performance and productivity, including services, spares and factory automation software for semiconductor and other products. Its products include personal computing devices, mobile phones, artificial intelligence (AI) and data center servers, automobiles, connected devices, industrial applications and consumer electronics.
04-30
Beneficial Ownership Change
Form SCHEDULE 13G - Statement of Beneficial Ownership by Certain Investors